Filed March 31, 2023
Total covered: 7 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,907 | $55,902-28.6% | $76,030-47.5% | $80,959-50.7% |
| Participation rate | 45.8% | 62.1%-16.2pp | 69.1%-23.2pp | 67.7%-21.8pp |
| Annual return | 11.66% | 20.59%-8.9pp | 361.54%-349.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $536 | $1,867-71.3% | $2,688-80.1% | $2,757-80.6% |
| Participant deferral / active EE | $2,798 | $3,051-8.3% | $4,257-34.3% | $4,300-34.9% |
| Admin fee / account holder | $4,427 | $5,239-15.5% | $6,421-31.0% | $6,925-36.1% |